Capital Impact Advisors’s Zoom ZM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-4,298
| Closed | -$291K | – | 242 |
|
|
2022
Q4 | $291K | Sell |
4,298
-64
| -1% | -$4.34K | 0.28% | 149 |
|
|
2022
Q3 | $321K | Sell |
4,362
-1,957
| -31% | -$144K | 0.32% | 132 |
|
|
2022
Q2 | $682K | Buy |
6,319
+1,172
| +23% | +$126K | 0.63% | 52 |
|
|
2022
Q1 | $603K | Buy |
+5,147
| New | +$603K | 0.44% | 113 |
|
|
2021
Q1 | – | Sell |
-3,000
| Closed | -$1.01M | – | 137 |
|
|
2020
Q4 | $1.01M | Hold |
3,000
| – | – | 0.25% | 100 |
|
|
2020
Q3 | $1.41M | Buy |
+3,000
| New | +$1.41M | 0.42% | 95 |
|
|
2020
Q2 | – | Sell |
-24,307
| Closed | -$3.55M | – | 128 |
|
|
2020
Q1 | $3.55M | Buy |
24,307
+733
| +3% | +$107K | 1.49% | 13 |
|
|
2019
Q4 | $1.6M | Buy |
+23,574
| New | +$1.6M | 0.56% | 106 |
|